Template creation and targeting
You can find document templates on the main panel under Miscellaneous > Document Management > Templates and
source files .
To view the Templates and source files tab, you must have the Document Templates permission set.
If you do not have this permission, contact your administrator.
On the Templates and source files tab, you can create folders and insert the relevant document templates into them. To create a new folder, click the Add folder button (1). After selecting a folder, you can upload prepared documents - the Upload files button (2).
To ensure automatic documentation generation, the uploaded document templates must contain the appropriate tokens. Instructions for inserting tokens into documentation are available here .
When uploading a file, you can specify the document type. You can upload:
- General documentation
- Labor law (generated) documentation
- Onboarding email attachments
- Attachments to invitations to medical examinations
You can then target the uploaded document to selected employees. You can make edits by clicking the pencil icon .
To target a selected group of employees, click the Select button.
You can then find the prepared templates on the employee's profile in Documents .
Click the Add Documents button and select Generate from Template .
A window will appear with a list of all documents targeted at the selected employee.
Select the documents you want to generate, choose the output format, and select the category in the employee’s profile where the generated document will be saved.
